Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,409 | $37,117-1.9% | $147,617-75.3% | $55,191-34.0% |
| Participation rate | 61.9% | 63.6%-1.7pp | 84.6%-22.8pp | 69.2%-7.3pp |
| Annual return | 16.77% | 3.44%+13.3pp | 61.98%-45.2pp | 10.78%+6.0pp |
| Employer contribution / active EE | $1,451 | $1,620-10.4% | $5,565-73.9% | $1,899-23.6% |
| Participant deferral / active EE | $2,926 | $1,985+47.4% | $4,895-40.2% | $3,046-3.9% |
| Admin fee / account holder | $41 | $86-52.0% | $11,611-99.6% | $91-54.8% |